Brent chats with Natalie Perry about how non-grantor trusts can be used for income tax planning. They discuss the non-grantor trust tax rules, and how these trusts can be used to same both state and f

Brent chats with Jenny Rozelle about what opportunities await law students interested in estate planning. They talk about their law school journey, Jenny's non-traditional entry into estate planning,

Brent chats with Anna N'Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Ro

Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of crafting the distribution provisions of a trust. T

Brent chats with Eric Freeman about the real estate provisions in OBBBA. They talk about the importance of bonus depreciation, Opportunity Zone 2.0, New Market Tax Credits, and analyze what the indust

Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy t

Brent chats with Naomita Yadav about the tax and planning challenges of high-net-worth individuals migrating to the United States. They talk about global mobility, how tax can cause unexpected issues,

Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment strategies. They talk about the importance of plann

Brent chats with Tony Yu about the important differences between China, Singapore, Taiwan and Vietnam from a cultural, monetary, and planning perspective. They discuss how to adjust to those differenc

Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families. He gets into the increased estate tax exemption, tactics for using and m